Newshour Google boss sees 'elements of irrationality' in AI investments
Nov 18, 2025
Sundar Pichai, CEO of Google and Alphabet, discusses the explosive growth of AI investments, calling it an extraordinary moment but cautioning against irrationality in the market. He raises concerns about the potential for an AI bubble and stresses the importance of accuracy and trust in AI models. Gillian Tett from the Financial Times adds her analysis, warning of financial and economic repercussions if the bubble bursts and debating future AI winners amidst platform shifts. Both illuminate the complex interplay between innovation and risk in the AI landscape.
AI Snips
Chapters
Books
Transcript
Episode notes
AI As A Generational Inflection
- Sundar Pichai says AI marks a generational inflection comparable to PC, internet and mobile.
- He warns the industry may overshoot with both rational excitement and elements of irrationality.
No Company Is Immune To Overinvestment
- Pichai acknowledges collective overshoot and says no company is immune to overinvestment.
- He claims Google's differentiated approach positions it to take a long-term view.
Don’t Blindly Trust AI Outputs
- Pichai advises users not to blindly trust AI outputs and to use grounding tools like Search.
- He recommends combining AI with existing information ecosystems and journalism for accuracy.
